Trust Company of Vermont’s Intuitive Surgical ISRG Stock Holding History

Trust Company of Vermont’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.66M	Buy	4,688 +26	+0.6%	+$13.8K	0.11%	121
2025 Q3	$2.08M	Sell	4,662 -475	-9%	-$228K	0.09%	141
2025 Q2	$2.79M	Buy	5,137 +7	+0.1%	+$3.66K	0.13%	120
2025 Q1	$2.54M	Buy	5,130 +35	+0.7%	+$19.4K	0.13%	121
2024 Q4	$2.66M	Sell	5,095 -25	-0.5%	-$13K	0.13%	118
2024 Q3	$2.52M	Buy	5,120 +71	+1%	+$33.1K	0.13%	121
2024 Q2	$2.25M	Buy	5,049 +410	+9%	+$163K	0.12%	124
2024 Q1	$1.85M	Buy	4,639 +1,452	+46%	+$549K	0.1%	134
2023 Q4	$1.08M	Sell	3,187 -1,397	-30%	-$416K	0.07%	163
2023 Q3	$1.34M	Sell	4,584 -56	-1%	-$17.5K	0.09%	152
2023 Q2	$1.59M	Sell	4,640 -102	-2%	-$30.9K	0.1%	148
2023 Q1	$1.21M	Hold	4,742	–	–	0.08%	167
2022 Q4	$1.26M	Hold	4,742	–	–	0.09%	162
2022 Q3	$889K	Buy	4,742 +446	+10%	+$95.8K	0.07%	174
2022 Q2	$862K	Sell	4,296 -36	-0.8%	-$8.45K	0.07%	172
2022 Q1	$1.31M	Sell	4,332 -220	-5%	-$64.3K	0.09%	153
2021 Q4	$1.64M	Buy	4,552 +31	+0.7%	+$10.7K	0.1%	145
2021 Q3	$1.5M	Hold	4,521	–	–	0.11%	148
2021 Q2	$1.39M	Sell	4,521 -30	-0.7%	-$8.42K	0.1%	157
2021 Q1	$1.12M	Hold	4,551	–	–	0.08%	165
2020 Q4	$1.24M	Sell	4,551 -150	-3%	-$37.2K	0.1%	153
2020 Q3	$1.11M	Hold	4,701	–	–	0.1%	147
2020 Q2	$893K	Hold	4,701	–	–	0.09%	160
2020 Q1	$776K	Buy	4,701 +273	+6%	+$50K	0.07%	172
2019 Q4	$873K	Sell	4,428 -165	-4%	-$30.9K	0.07%	182
2019 Q3	$826K	Sell	4,593 -12	-0.3%	-$2.08K	0.07%	190
2019 Q2	$805K	Sell	4,605 -159	-3%	-$27.2K	0.07%	186
2019 Q1	$906K	Sell	4,764 -42	-0.9%	-$7.46K	0.08%	174
2018 Q4	$767K	Hold	4,806	–	–	0.07%	185
2018 Q3	$919K	Buy	4,806 +177	+4%	+$31.4K	0.08%	176
2018 Q2	$738K	Buy	4,629 +480	+12%	+$73.2K	0.07%	193
2018 Q1	$571K	Buy	4,149 +150	+4%	+$20.9K	0.05%	211
2017 Q4	$486K	Buy	3,999 +210	+6%	+$26.3K	0.05%	226
2017 Q3	$440K	Sell	3,789 -450	-11%	-$49K	0.04%	228
2017 Q2	$440K	Buy	4,239 +495	+13%	+$47.6K	0.05%	232
2017 Q1	$319K	Buy	3,744 +135	+4%	+$10.7K	0.03%	261
2016 Q4	$254K	Buy	3,609 +54	+2%	+$3.97K	0.03%	285
2016 Q3	$286K	Hold	3,555	–	–	0.04%	228
2016 Q2	$261K	Hold	3,555	–	–	0.03%	229
2016 Q1	$237K	Hold	3,555	–	–	0.03%	228
2015 Q4	$216K	Sell	3,555 -180	-5%	-$10.1K	0.03%	236
2015 Q3	$191K	Hold	3,735	–	–	0.03%	238
2015 Q2	$201K	Hold	3,735	–	–	0.03%	236
2015 Q1	$210K	Hold	3,735	–	–	0.03%	227
2014 Q4	$220K	Sell	3,735 -90	-2%	-$5.01K	0.03%	224
2014 Q3	$196K	Hold	3,825	–	–	0.03%	223
2014 Q2	$175K	Sell	3,825 -90	-2%	-$3.97K	0.03%	235
2014 Q1	$191K	Sell	3,915 -360	-8%	-$17K	0.03%	219
2013 Q4	$183K	Buy	4,275 +630	+17%	+$26.5K	0.03%	226
2013 Q3	$152K	Buy	3,645 +900	+33%	+$39.7K	0.03%	238
2013 Q2	$155K	Buy	+2,745	New	+$151K	0.03%	231

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Trust Company of Vermont's ISRG Position: Q4 2025 in Review

Trust Company of Vermont increased its Intuitive Surgical (ISRG) stake by 0.56% in Q4 2025, buying an estimated $13.8K and bringing the position to 4,688 shares worth $2.66M. The position accounts for 0.11% of the portfolio, ranked #121.

Trust Company of Vermont first reported a position in ISRG in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.79M in Q2 2025. 2,412 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

Trust Company of Vermont held 4,688 shares of Intuitive Surgical worth $2.66M as of Q4 2025.
Trust Company of Vermont bought 26 Intuitive Surgical shares in Q4 2025, an estimated $13.8K.
Intuitive Surgical made up 0.11% of Trust Company of Vermont's portfolio in Q4 2025, its #121 holding.
Trust Company of Vermont first reported a position in Intuitive Surgical in Q2 2013 and has held it in 51 quarters since.
Trust Company of Vermont's Intuitive Surgical position peaked at $2.79M in Q2 2025.
2,412 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.